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Triton Financial Group Inc

Q3 2025 · 13F-HR

Triton Financial Group Incholdings as filed

Filed 2025-11-03 · accession 0002085853-25-000216

$149.2M
Reported value
90
Positions
2025-09-30
Period end
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The Brief · Triton Financial Group Inc · Q3 2025

AI · grounded in 13F

Triton Financial Group Inc established a new position in AAPL valued at $12.7M. The fund also initiated new stakes in NVDA for $7.1M and WMT for $5.4M. Additional new positions include AMZN at $5.4M, MSFT at $5.3M, and GOOG at $4.9M. Total assets under management stand at $149.2M across 90 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$12.7M8.53%49,980CommonSOLE
67066G104NVDANVIDIA CORPORATION$7.1M4.73%37,803CommonSOLE
931142103WMTWALMART INC$5.4M3.64%52,701CommonSOLE
023135106AMZNAMAZON COM INC$5.4M3.64%24,726CommonSOLE
594918104MSFTMICROSOFT CORP$5.3M3.54%10,198CommonSOLE
02079K107GOOGALPHABET INC$4.9M3.31%20,272CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$3.7M2.50%4,026CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.9M1.94%5,900CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.7M1.84%5,462CommonSOLE
191216100KOCOCA COLA CO$2.7M1.83%41,229CommonSOLE
68389X105ORCLORACLE CORP$2.7M1.78%9,433CommonSOLE
45783Y855BALTINNOVATOR ETFS TRUST$2.7M1.78%80,815CommonSOLE
64110L106NFLXNETFLIX INC$2.6M1.74%2,171CommonSOLE
038222105AMATAPPLIED MATLS INC$2.6M1.72%12,560CommonSOLE
17275R102CSCOCISCO SYS INC$2.6M1.72%37,567CommonSOLE
11135F101AVGOBROADCOM INC$2.4M1.61%7,276CommonSOLE
002824100ABTABBOTT LABS$2.3M1.57%17,513CommonSOLE
253868103DLRDIGITAL RLTY TR INC$2.2M1.50%12,968CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$2.2M1.46%7,710CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$2.2M1.44%10,395CommonSOLE
92189F437ANGLVANECK ETF TRUST$2.0M1.34%67,225CommonSOLE
00287Y109ABBVABBVIE INC$2.0M1.32%8,485CommonSOLE
82509L107SHOPSHOPIFY INC$1.9M1.29%12,995CommonSOLE
001055102AFLAFLAC INC$1.9M1.28%17,145CommonSOLE
760759100RSGREPUBLIC SVCS INC$1.9M1.27%8,272CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.9M1.25%10,207CommonSOLE
05945F103BANFBANCFIRST CORP$1.8M1.24%14,592CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$1.8M1.23%5,799CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$1.8M1.22%5,937CommonSOLE
78464A854SPYMSPDR SERIES TRUST$1.8M1.18%22,517CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$1.7M1.17%7,039CommonSOLE
219350105GLWCORNING INC$1.7M1.14%20,796CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$1.7M1.14%20,167CommonSOLE
278865100ECLECOLAB INC$1.7M1.12%6,112CommonSOLE
172062101CINFCINCINNATI FINL CORP$1.7M1.11%10,445CommonSOLE
291011104EMREMERSON ELEC CO$1.6M1.10%12,542CommonSOLE
45783Y731BSTPINNOVATOR ETFS TRUST$1.6M1.10%45,162CommonSOLE
464288166AGZISHARES TR$1.6M1.10%14,826CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$1.5M1.00%4,291CommonSOLE
580135101MCDMCDONALDS CORP$1.4M0.95%4,673CommonSOLE
92826C839VVISA INC$1.4M0.92%4,041CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$1.4M0.91%9,543CommonSOLE
47103U886VNLAJANUS DETROIT STR TR$1.4M0.91%27,427CommonSOLE
79466L302CRMSALESFORCE INC$1.3M0.90%5,645CommonSOLE
260003108DOVDOVER CORP$1.3M0.89%7,971CommonSOLE
46137V647PSIINVESCO EXCHANGE TRADED FD T$1.3M0.87%18,526CommonSOLE
871829107SYYSYSCO CORP$1.3M0.87%15,777CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$1.2M0.82%2,908CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$1.2M0.81%13,728CommonSOLE
58933Y105MRKMERCK & CO INC$1.2M0.80%14,167CommonSOLE
767204100RIORIO TINTO PLC$1.2M0.79%17,883CommonSOLE
60937P106MDBMONGODB INC$1.2M0.77%3,722CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$1.1M0.76%2,272CommonSOLE
713448108PEPPEPSICO INC$1.1M0.72%7,650CommonSOLE
G5960L103MDTMEDTRONIC PLC$1.0M0.70%10,991CommonSOLE
78464A508SPYVSPDR SERIES TRUST$1.0M0.69%18,639CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.0M0.68%4,117CommonSOLE
438516106HONHONEYWELL INTL INC$959,0630.64%4,556CommonSOLE
189054109CLXCLOROX CO DEL$914,0290.61%7,413CommonSOLE
92204A504VHTVANGUARD WORLD FD$890,1660.60%3,429CommonSOLE
969457100WMBWILLIAMS COS INC$886,5250.59%13,994CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$826,1550.55%8,049CommonSOLE
92203C303VUSBVANGUARD BD INDEX FDS$796,8710.53%15,939CommonSOLE
464287200IVVISHARES TR$763,4940.51%1,141CommonSOLE
45782C540PDECINNOVATOR ETFS TRUST$680,9340.46%16,205CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$646,7410.43%2,239CommonSOLE
19239V302CCOICOGENT COMMUNICATIONS HLDGS$646,5410.43%16,859CommonSOLE
00206R102TAT&T INC$623,1130.42%22,065CommonSOLE
921937819BIVVANGUARD BD INDEX FDS$527,9670.35%6,761CommonSOLE
92204A702VGTVANGUARD WORLD FD$522,6410.35%700CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$507,6300.34%762CommonSOLE
30303M102METAMETA PLATFORMS INC$504,5200.34%687CommonSOLE
78468R101SPTSSPDR SERIES TRUST$465,0740.31%15,862CommonSOLE
45782C680PAUGINNOVATOR ETFS TRUST$455,9150.31%10,735CommonSOLE
72201R718LDURPIMCO ETF TR$396,8870.27%4,128CommonSOLE
464287408IVEISHARES TR$379,3940.25%1,837CommonSOLE
46429B697USMVISHARES TR$357,0600.24%3,753CommonSOLE
29287L700FLXRTCW ETF TRUST$356,3690.24%8,954CommonSOLE
45783Y814BUFFINNOVATOR ETFS TRUST$329,3840.22%6,742CommonSOLE
003261203BCDABRDN ETFS$313,1560.21%9,114CommonSOLE
02079K305GOOGLALPHABET INC$280,2950.19%1,153CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$278,9570.19%3,490CommonSOLE
46090E103QQQINVESCO QQQ TR$266,8900.18%445CommonSOLE
78464A359CWBSPDR SERIES TRUST$260,0970.17%2,874CommonSOLE
922908769VTIVANGUARD INDEX FDS$240,2210.16%732CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIO$234,7300.16%2,569CommonSOLE
47804J859JHMDJOHN HANCOCK EXCHANGE TRADED$217,4110.15%5,438CommonSOLE
922908595VBKVANGUARD INDEX FDS$215,4790.14%724CommonSOLE
437076102HDHOME DEPOT INC$205,4320.14%507CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$204,9130.14%727CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.